What this category's data looks like
In the scenario of annual progress and acceptance of research projects, materials usually come from the project team, research management department, and financial archives: annual progress reports, mid-term review materials, and acceptance reports flow in parallel. Field characteristics center on names, quantities, dates, and signature receipts, and the same record often fails to match across two materials. When materials enter the scheduled tasks and automation function, the annual progress report handles phase node triggering and version ledger updates, the mid-term review materials handle mid-term node triggering and reference synchronization, and the acceptance report handles final node triggering and archival receipt verification. The update rhythm advances according to the three windows of annual, mid-term, and acceptance, and each change must make the current version unique, the old version traceable, and references synchronized.
Configuration and implementation checks
This part is executed by trigger configuration and tool nodes (scheduling capability is not in the tool introduction), outputting trigger records and execution results. The "version ledger and change records" are completed by business processing according to records or supplementary runs. The trigger has been connected to the corresponding tool node, and the tool introduction clearly states when it should execute. When the model does not need to summarize again, a tool call termination node can be connected at the end of the tool to end this call.
| Object | Check | Verification action |
|---|---|---|
| Annual progress report | Whether the name, quantity, date, and signature are consistent with the mid-term review materials | Check the process connections and trigger records, verify the introduction fields, and confirm execution at the scheduled time and only once |
| Mid-term review materials | Whether the version is synchronized, the old version is traceable, and references are synchronized | Check where the termination node is connected, and verify whether the version number and reference entries are updated with changes |
| Acceptance report | Whether signatures and receipts are complete, and whether the date matches the annual progress report | Verify the introduction fields and trigger records, and confirm that supplementary run records are consistent with execution results |
| Version ledger and change records | The current version is unique, the old version is traceable, and references are synchronized | Check the trigger records and execution time, and confirm execution at the scheduled time and only once |
Three common errors
- Phenomenon: The name, quantity, and date of the same record do not match between the annual progress report and the mid-term review materials. Cause: The version is not synchronized, and reference entries are not updated with changes.
- Phenomenon: The acceptance report lacks signatures or receipts, which are only discovered during archiving. Cause: The trigger configuration does not cover the final node, and business processing does not perform supplementary runs according to records.
- Phenomenon: Execution does not occur at the scheduled time, or after execution the model summarizes it again, causing the same task to be executed repeatedly. Cause: The tool introduction does not clearly state the execution timing, and the termination node is not connected at the end of the tool.
How to verify the setup
This function acceptance: Check the trigger records and execution time, and confirm execution at the scheduled time and only once.
Business test: Change one piece of content and see whether the version number and references are updated synchronously.
- Check the process connections and trigger records, confirm that the trigger has been connected to the corresponding tool node, and that the introduction fields clearly state when it should execute.
- Check where the termination node is connected, confirm that when summarization is not needed it has been connected at the end of the tool, and that supplementary run records are consistent with execution results.